Wealth Management | Plancorp | Tax Strategy

Is My Investment Portfolio Properly Tax-Optimized?

It’s common knowledge that simply saving for retirement isn’t enough. Investing those savings can help your nest egg outpace inflation and grow exponentially to maximize your retirement potential. Read more…

The Ins and Outs of Intrafamily Loans

In today’s high interest rate environment (with current AFR sitting well over 4%) many people are turning to intrafamily loans to assist with major investments as opposed to commercial lenders. Read more…

Tax Planning for Equity Compensation

Equity compensation comes in several forms, including stock options, restricted stock units and employee stock purchase plans (ESPP). Each type of equity grant gives employees a stake in their employer’s financial success and a chance to boost their income. Read more…

What is Tax Loss Harvesting and Why is It Important?

Nobody wants to see their portfolio balance drop in a down market. But if you invest for the long term, experiencing ups and downs along the way is inevitable. Tax loss harvesting is one way to use market volatility to your advantage and keep your financial plan moving in the right direction. This Read more…

Is it Worth Paying a Wealth Manager?

The wealth management industry currently has assets under management (AUM) above $100 trillion. That number is estimated to reach $145 trillion by 2025. More and more high net worth Individuals (HNIs) — people with investible assets over $1 million — are trusting their financial planning to Read more…

Protecting Future Wealth Through Tax Planning Today

Protect Your Net Worth with Tax Planning Strategy Taxes are an inevitable part of life, but that doesn't mean you have to let them steal your future. With proper tax planning as a part of your holistic financial plan, you can protect your family's finances and make the most of your hard-earned Read more…

Smart Tax Strategies, Return Tips and Mistakes to Avoid with Equity Compensation

One of the most powerful advantages of equity compensation is that equity awards typically offer ways to defer or minimize taxes. But making the most of stock options, restricted stock units and other types of equity compensation requires smart tax planning—otherwise, you could end up with a Read more…

Tax Reduction Strategies

Learn 5 strategies for tax reduction in this helpful video from Senior Wealth Manager, Sara Gelsheimer. Read more…

5 Things to Know in Case You Outlive Your Spouse

While women certainly seem to be taking a greater role in making household financial decisions, men still make the majority of them. The unfortunate reality is that women are much more likely to become widowed. In fact, more than 60 percent of women between the ages of 75 and 84 are single or Read more…

6 Smart Ways to Withdraw Retirement Funds and Lower Your Taxes

The global pandemic has had an enormous impact on all of our daily lives, but it presents a unique set of challenges to recent retirees. As the stock market volatility continues, uncertainty over the future may leave you wondering the best way to draw down assets going forward. Read more…

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